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Switchyard

CRM migrations, read off the vendors’ own limits

What actually moves when you change CRM

A night rail yard: four lit wagons running from an old depot to a new one, and two dark wagons uncoupled onto a siding above the line.The CRM you haveThe CRM you wantHeld on the siding
ContactsCompaniesDealsFieldsWorkflowsReportsGreen runs. Red is rebuilt by hand at the other end.

Switchyard reads the import and export documentation that CRM vendors publish and writes down what it says: how many rows fit through each door, which parts of your history have a route and which do not, and what you are charged before a single record moves.

The three ceilings nobody reads first

HubSpot, on a paid plan

1,048,576

rows in one import file

Attio

100,000

rows in one import file

Pipedrive

50,000

rows in one import file

monday CRM

8,000

rows in one import file

Read from each vendor’s own import documentation on 24 September 2026. A CRM that publishes no ceiling is not promising you an unlimited one.

Switch notes

All of them →

Why a whole site about the move

Because the move is the part nobody prices, and it is the part that goes wrong. A CRM comparison will tell you which one has better forecasting. It will not tell you that the importer at the other end takes fewer than 8,000 rows in a file, or that your call history leaves by a different door from your contacts, or that the plan you were quoted carries a required one-off fee of $1,500 before anything is loaded.

Every one of those is published. None of them is on the page you were sent to.

What this site does and does not do

Switchyard reads vendor documentation. It does not run the software, it has not migrated anyone's database, and there are no test results here, because there were no tests. Where a page says a CRM does something, the sentence names the article it was read from and the date it was read.

That cuts both ways. Where a vendor's own pages refuse to load — Salesforce's help centre will not serve this machine — Switchyard prints no figure at all rather than borrowing one from a directory that may be quoting last year.

The four questions

Every page here asks the same four questions of one move, in the same order, so that two pages can be compared without re-reading both.

  1. What rides. Records and their fields, in every case. This is the part vendors show you.
  2. What rides with a catch. The links between records, your activity history, your attachments, your tags — each of these has a condition attached, and the condition is usually in a different article from the one about importing.
  3. What stays behind. Workflows, automations, reports, dashboards. Not one of the four import articles this site is built on describes moving any of them.
  4. What it costs before a record moves. Onboarding fees, seat minimums and the difference between the price on the tile and the price on the contract.

Two roads out of the yard

Most people arrive here from one of two places. If you are on HubSpot and the bill has started to climb, start with the HubSpot alternatives, sorted by what the move carries. If you are on Salesforce and the renewal is coming, start with the Salesforce alternatives, which is also the page that explains why getting your data out of Salesforce is on a clock.

If you are not sure you should move at all, that is a legitimate answer and this site says so on both pages. Sometimes the honest recommendation is the free tier you already have, and Switchyard earns nothing when you take it.

Asked in the yard office

What actually transfers when you change CRM?
Records and the fields on them: contacts, companies, deals and their properties. Everything a CRM does with those records is a separate question. HubSpot, Pipedrive, Zoho and monday all document importing rows and fields; none of their import articles describes importing a workflow, an automation, a report or a dashboard. The links between records survive only if your file carries the key that ties them together — an email address, a company domain, a record ID — and Pipedrive will refuse a deal that has no person or organisation attached to it.
How long does a CRM migration take?
Longer than the import, because the import is rarely the slow part. The mechanical limits are published: monday CRM takes fewer than 8,000 rows and fewer than 50 columns in a file of 10 MB or less, Pipedrive takes up to 50,000 rows in 50 MB, and HubSpot on a paid plan takes 1,048,576 rows per file. On HubSpot's free tools the ceiling is 500,000 rows a day, so a bigger file is not refused — it is simply spread across days. What sets the real schedule is rebuilding the automations and reports that no importer carries, and reconciling what arrived.
Will my call and email history come with me?
Assume not, and be pleased when it does. Activities go in more easily than they come out: HubSpot's record export gives you property values and associations, and its own article points you at per-contact exports, activity reports or the engagements API for the rest, while Pipedrive states that activities, notes and files linked to deals and contacts must be exported separately. Zoho's migration wizard does accept Notes and Activities as modules, so history can land — but only if you got it out of the old system first.
Is HubSpot's free CRM enough to avoid paying at all?
For one or two people with a small list, yes — and Switchyard earns nothing when you take that answer. HubSpot's own product page says its free CRM covers "up to two users, 1,000 contacts, and no limits on customer data" with no expiration date. Above two people or a thousand contacts it stops being an option, and the free tiers elsewhere are no roomier: Zoho's Free Edition is three users, Attio's free plan is up to three seats, and Capsule's free plan is a maximum of two users and 250 contacts.
What is the most expensive part of switching?
Usually the fee you pay before a single record moves. HubSpot's Sales Hub page footnotes a required one-time Professional Onboarding of $1,500 and a required one-time Enterprise Onboarding of $3,500, quoted separately from the seat price, and those are published figures rather than negotiated ones. After that the cost is time: the workflows, reports and dashboards that no import tool carries have to be rebuilt by someone who knows what they were for.